The effect of investment returns on the benefits of Wisconsin Retirement System (WRS) participants is determined by the Department of Employee Trust Funds and is based on the rate of return as of December 31. SWIB posts calendar year-to-date returns quarterly once performance numbers are final. This usually takes about four weeks for returns because privately traded investments such as business loans, real estate and private equity are not available until four weeks after the close of the month.
Comparing performance to a benchmark is one common measurement. SWIB seeks to exceed benchmarks for the Core and Variable Funds set by Trustees with the help of an outside consultant.